QuickBooks for Contractors blog
by Sunburst Software Solutions, Inc.
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employee records

QuickBooks Tip: How to find “Notes” after an Upgrade

Published January 22, 2014 | By Nancy Smyth
If you are anything like me, you've kept notes about Customers, Vendors, and Employees in QuickBooks for years - sometimes these notes were just little things like the name and extension of the really on the ball sales rep of your biggest vendor, the architect name and phone number for a job, or when an employee reached a specific milestone like change apprentice levels.  These notes were clearly visible when we looked at the employee, vendor, customer or job record and helped us to see or find these little tidbits easily. New versions of QuickBooks still contain our notes - they just aren't readily available when we click on an employee, vendor, customer or job record.  This post is about a QuickBooks tip on finding employee, vendor and customer notes after upgrading to a new version of QuickBooks.
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QuickBooks 2013 Revamped Employee Record

Published October 2, 2012 | By Nancy Smyth

Big changes to the employee record, including convenient left navigation and the ability to actually see more items in the payroll info section - which means less mouse clicks and scrolling for you!

However, these changes also mean that you need to size QuickBooks differently on your monitor in order to be able to see everything. We'll show you side-by-side comparisons of each section of the employee record.

What do you think of these changes?

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About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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